$Taiwan Semiconductor (TSM.US)$ Q2 FY24: • Revenue +40% Y/Y...
• Revenue +40% Y/Y $20.8B ($0.7B beat).
• Gross margin 53% (-1pp Y/Y).
• Operating margin 43% (+1pp Y/Y).
• Capex $6.3B.
• EPADR $1.48 ($0.06 beat).
• Gross margin 53% (-1pp Y/Y).
• Operating margin 43% (+1pp Y/Y).
• Capex $6.3B.
• EPADR $1.48 ($0.06 beat).
3nm & 5nm were 15% & 35% of revenue.
![$Taiwan Semiconductor (TSM.US)$ Q2 FY24: • Revenue +40% Y/Y $20.8B ($0.7B beat). • Gross margin 53% (-1pp Y/Y). • Operating margin 43% (+1pp Y/Y). • Capex $6.3...](https://ussnsimg.moomoo.com/sns_client_feed/71687599/20240718/61ed4a1978d84222a987042d9b9955f2.png/big?area=100&is_public=true)
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Goodjobguys : It is an impressive financial report, but due to certain individual open his mouth, everyone is so worry what will happen in the future that might or might not happen. Is kinda funny!
RC84 : Institutions hold over 70% of TSMC. So, who takes the profits is obvious.